• NEW CONTACT
  • NEW COMPANY
  • DATA SYNC
  • HUMAN REVIEW

How to add new leads and customers with your AI

Connect your AI to Berg System CRM to turn chat messages into database entries. You stop filling out manual forms and start talking to your data.

Ask AI about this page

Short answer

How can I add leads and customers using my AI?

Just tell your AI the details of a person or a business. It uses the Berg System CRM tools to build the records for you instantly. You get organized data without the manual typing.

Where data lands.

Direct CRM outcomes.

Your AI maps your conversation directly to these CRM results.

NEW CONTACT

Individual leads

The AI extracts names and contact info to build a person record. These show up as new leads in your CRM.

NEW COMPANY

Business profiles

Tell the AI about a new client's company. It creates a company record to keep your accounts organized.

DATA SYNC

Clean entries

The AI parses messy text into structured fields. You get usable data in your CRM every time.

HUMAN REVIEW

Manual check

You decide if the information is correct. The AI handles the heavy lifting, but you keep the final say.

The workflow

What your AI does when a lead arrives.

The AI acts as the bridge between your chat and your CRM database.

  1. Parse details

    Your AI reads your message to find names, emails, and company names. It identifies what belongs in which field.

    create_new_customercreate_new_company

  2. Create person

    The AI uses the specific tool to build a new individual contact record in your CRM.

    create_new_customer

  3. Create company

    If you mention a business, the AI builds a separate company record to link everything together.

    create_new_company

  4. Confirm entry

    The AI reports back that the record is live. You can then check the CRM to see the new entry.

    create_new_customercreate_new_company

Try it

Copy these to start.

Use these prompts to trigger the CRM tools.

Starting points

These are basic ways to start. Swap out the names and companies with your actual lead info.

Berg System Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Berg System capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "berg-system-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/mcp"
    }
  }
}
Copy into chat04

  • Add a new customer named Sarah Jenkins with the email sarah.j@example.com.

  • Create a new company record for Acme Corp based on our meeting notes.

  • I just met John Doe from Globex. Add him as a new customer in the CRM.

  • Create a new company called TechFlow and add a lead named Mike Smith to it.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Berg System CRM once, then ask.

One link gets you set up. Your credentials stay encrypted, and you can find the full tool list on the Connector page.

Connect Berg System CRM to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing customers?

    No. This MCP only has tools to create new records, not to delete or modify existing ones.

  • 02

    Does the AI automatically update my CRM without me asking?

    No. The AI only performs actions when you explicitly tell it to create a customer or company.

  • 03

    Can I add multiple leads at once?

    Yes. You can list several people in one message and the AI will process them.

  • 04

    What happens if the AI misses a field?

    The AI will create the record with the info it has. You will need to manually add any missing details in the CRM later.

  • 05

    Can the AI change a customer's phone number?

    No. The available tools are strictly for creating new entries, not for updating old ones.

  • More questions about Berg System CRM? The Connector page answers them. See everything the Berg System CRM Connector can do

Connect Berg System to Claude, Cursor, ChatGPT & more